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Truist Financial
TFC

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1026
Prelude Capital Management
New York
$366K -$9.29K -193 -2%
CIM
1027
CIM Investment Management
Pennsylvania
$366K – – –
NC
1028
NewSquare Capital
Pennsylvania
$364K – – –
FPWM
1029
FSB Premier Wealth Management
Iowa
$363K -$8.37K -174 -2%
PCOC
1030
Power Corp of Canada
Canada
$356K +$393K +8,176 New
PWMAG
1031
Pinnacle Wealth Management Advisory Group
New Jersey
$355K +$71K +1,476 +22%
XWM
1032
Xcel Wealth Management
Florida
$354K – – –
RB
1033
Renasant Bank
Mississippi
$353K -$98.5K -2,047 -20%
DSN
1034
D. Scott Neal
Kentucky
$351K – – –
FNFDCM
1035
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$351K +$12K +250 +3%
VFP
1036
Verus Financial Partners
Virginia
$350K -$40K -831 -9%
NGA
1037
Naples Global Advisors
Florida
$349K +$19.2K +399 +5%
MWM
1038
Madison Wealth Management
Ohio
$348K -$4.86K -101 -1%
CLOS
1039
Compagnie Lombard Odier SCmA
Switzerland
$348K – – –
CAM
1040
Cozad Asset Management
Illinois
$346K -$79.4K -1,650 -17%
APG
1041
Abacus Planning Group
South Carolina
$346K -$9.67K -201 -2%
CCA
1042
Childress Capital Advisors
Texas
$340K +$368K +7,655 New
AC
1043
ASB Consultores
Florida
$339K – – –
SWM
1044
Spire Wealth Management
Virginia
$337K -$758K -15,761 -67%
GAM
1045
Gemmer Asset Management
California
$335K +$3.51K +73 +1%
WWMSC
1046
Wagner Wealth Management (South Carolina)
South Carolina
$333K -$4.57K -95 -1%
SFM
1047
Systematic Financial Management
New Jersey
$333K – – –
RFA
1048
Resurgent Financial Advisors
Georgia
$333K +$368K +7,642 New
IGWM
1049
ICA Group Wealth Management
Colorado
$331K +$2.26K +47 +0.6%
ECM
1050
Evergreen Capital Management
Washington
$329K -$32.3K -671 -8%
40 41
42
43 44